Outlook Wealth Advisors, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Outlook Wealth Advisors, LLC

$285 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$32.49 - $34.07 $18,909 - $19,828	-582 Reduced 3.1%	18,197 $611,000
Q4 2022 Feb 14, 2023	BUY	$33.24 - $34.15 $624,213 - $641,302	18,779 New	18,779 $625,000

Others Institutions Holding DFEB

# of Institutions

95

Shares Held

5.29M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$66.5 Million
2.27% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

461K
Shares

$18.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

371K
Shares

$15 Million
0.03% of portfolio
Spectrum Asset Management, Inc.

239K
Shares

$9.69 Million
4.11% of portfolio
Commonwealth Equity Services, LLC

198K
Shares

$8.04 Million
0.01% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

More about DFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.